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Larson Financial Group’s Morningstar MORN Stock Holding History

Larson Financial Group’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.2K Buy
368
+305
+484% +$56.7K ﹤0.01% 1235
2025
Q4 		$13.7K Buy
63
+10
+19% +$2.17K ﹤0.01% 1941
2025
Q3 		$12.3K Buy
53
+1
+2% +$267 ﹤0.01% 1911
2025
Q2 		$16.3K Sell
52
-103
-66% -$30.5K ﹤0.01% 1576
2025
Q1 		$46.5K Buy
155
+152
+5,067% +$47.9K ﹤0.01% 1057
2024
Q4 		$1.01K Buy
+3
New +$1.02K ﹤0.01% 2042
2024
Q1 		– Sell
-23
Closed -$6.58K – 1867
2023
Q4 		$6.58K Hold
23
– – ﹤0.01% 1112
2023
Q3 		$5.39K Hold
23
– – ﹤0.01% 1152
2023
Q2 		$4.51K Hold
23
– – ﹤0.01% 1124
2023
Q1 		$4.67K Hold
23
– – ﹤0.01% 1102
2022
Q4 		$4.98K Hold
23
– – ﹤0.01% 1030
2022
Q3 		$5K Hold
23
– – ﹤0.01% 965
2022
Q2 		$6K Buy
+23
New +$5.8K ﹤0.01% 833

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Larson Financial Group's MORN Position: Q1 2026 in Review

Larson Financial Group increased its Morningstar (MORN) stake by 484% in Q1 2026, buying an estimated $56.7K and bringing the position to 368 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Larson Financial Group first reported a position in MORN in Q2 2022 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Larson Financial Group held 368 shares of Morningstar worth $62.2K as of Q1 2026.
  • Larson Financial Group bought 305 Morningstar shares in Q1 2026, an estimated $56.7K.
  • Morningstar made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1235 holding.
  • Larson Financial Group first reported a position in Morningstar in Q2 2022 and has held it in 13 quarters since.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.